See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,152 | $73,867-71.4% | $143,757-85.3% | $68,494-69.1% |
| Participation rate | 63.9% | 66.7%-2.8pp | 80.3%-16.5pp | 67.9%-4.0pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $952 | $3,184-70.1% | $4,951-80.8% | $2,596-63.3% |
| Participant deferral / active EE | $2,683 | $3,384-20.7% | $5,637-52.4% | $4,027-33.4% |
| Admin fee / account holder | $127 | $5,755-97.8% | $14,673-99.1% | $5,403-97.7% |